DFX Intelligence

J••••• L••••••• O••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner11 years in industry

J••••• L••••••• O••••

Advisor at F••••

WEST PALM BEACH, FL | Goodyear, AZ

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Search this name across graphsid dfx:ria:f3854fdf-23dc-5353-0057-f19b23dfd464

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 8:18 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Apr 14, 2016 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: F••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Mar 1, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
F••••	Independent wealth	Apr 17, 2026	n/a	yes	Goodyear, AZ\|WEST PALM BEACH, FL	Current employment
E•••••• F•••••••• E••••••	Independent wealth	Aug 15, 2023	Feb 13, 2026	no	FAIRFAX, VA\|PHOENIX, AZ\|GOODYEAR, AZ\|PHOENIX, AZ\|GOODYEAR, AZ\|PHOENIX, AZ

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
E•••••• F•••••••• E••••••	F••••	Feb 13, 2026	Apr 17, 2026	63	Firm change	RIA to RIA
U••• I••••••••• S••••••• C••••••	E•••••• F•••••••• E••••••	Jan 3, 2020	Aug 15, 2023

Relationships

Registered with (5)

→ F••••Registered adviserregistration: current employment
Apr 17, 2026 to presentfactForm ADV
→ E•••••• F•••••••• E••••••Registered adviserregistration: previous registration
Aug 15, 2023 to Feb 13, 2026factForm ADV
→ U••• I••••••••• S••••••• C••••••Registered adviserregistration: previous registration
Jun 13, 2019 to Jan 3, 2020factForm ADV
→ S••••• W••••• A•••••••• I•••

Dated events

Occurred
Feb 13, 2026
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:f3854fdf-23dc-5353-0057-f19b23dfd464
First observed: Apr 14, 2016
Last observed: Sep 15, 2026 8 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.